Create a Custom Field


The Customizations settings allow for you to make various configuration changes to your custom fields, custom layouts, your loan pipeline fields, and loan flow assignment rules.


Among these settings, you'll have access to create a new custom field.


Floify has built-in fields as well as custom fields, which make it easy for you to store custom data in Floify and surface that data where you like in the Floify user interface using business rules.


Use cases include: 


  • Informing borrowers when and where the closing is
  • Creating a lightweight CRM that lets you focus on your active borrowers and the next time you need to follow up with them
  • Creating tasks or task lists for your LO team depending on different types of loan programs or other data

Click here to view our commonly seen custom fields, layouts, and business rules.

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